Entry-Level Financial Services Representative Job at Munger Agency, Green Bay, WI

WFV3SmhzQ3QwUXRNK0c4MFVaeTE1OHFWUFE9PQ==
  • Munger Agency
  • Green Bay, WI

Job Description

About Us

The Munger Agency is a fast-growing financial services organization focused on helping individuals and families plan for a more secure future. We believe in empowering motivated individuals to take control of their careers while making a meaningful difference in the lives of others. Our team is remote-first, growth-driven, and dedicated to mentorship and professional development.

Job Summary

We are looking for self-motivated, coachable individuals who are ready to launch a long-term career in financial services. In this role, you’ll connect with clients, identify their needs, and guide them through personalized financial solutions. No experience is required—we provide complete training and support to help you succeed from day one.

Key Responsibilities

Communicate with prospective clients who have requested information

Understand individual needs and provide tailored recommendations

Manage your schedule, client follow-ups, and personal goals independently

Work within a team-focused environment that values learning and collaboration

Participate in regular training and mentorship to improve performance

What We Offer

Work-from-home flexibility with full-time or part-time options

Complete training and hands-on mentorship

A supportive and growth-oriented team culture

Clear path to advancement and leadership opportunities

Requirements

What You Need

Strong communication skills and a desire to help others

Self-discipline and a high level of personal responsibility

Willingness to learn and adapt in a fast-paced environment

Comfortable working independently and remotely

Must be 18 or older and authorized to work in the U.S.

Job Tags

Full time, Part time, Work from home,

Similar Jobs

Walgreens

Beauty and Wellness Consultant Job at Walgreens

 ...advice regardless of brand and budget. Demonstrates a passion for beauty and wellness and provides inspirational beauty knowledge and...  ...and wellness needs, including mini-makeovers and skincare consultations, with an emphasis on the customers' total look. Models and delivers... 

Geisinger

Rheumatology Physician Job at Geisinger

 ...Competitive base salary with additional benefit options Responsibilities: Provide outpatient and inpatient care for patients with rheumatologic diseases. Manage a diverse case mix including vasculitis, connective tissue diseases, osteoporosis, and metabolic bone... 

GD Mission Systems

RF Systems Test Engineer Job at GD Mission Systems

 ...Responsibilities for this Position RF Systems Test Engineer ID: 2025-68774 USA-AZ-Scottsdale Required Clearance: Secret Posted...  ...Skills - Flexible Schedule during Critical Test Events - Drive Continuous Improvement Activities The responsibility... 

Hotel Indigo - Hattiesburg

Laundry Attendant Job at Hotel Indigo - Hattiesburg

Laundry Attendant LocationWe are looking fora a professional Laundry Attendant who will be responsible for washing, ironing, folding,...  ...Wash and dry all dirty linens, towels, rags, etc.* Sort all hotel linen according to type, color, size, etc.* Pre-treat all stained... 

RightStone

Production Repair Technician Job at RightStone

 ...We are looking for a dedicated LNE Repair Technician in Phoenix Arizona 85017 with $18.00/hr. for a 3-month contract temp role. In this role, youwill be responsible for repairing associate tests, troubleshoots, and perform repairs as per OEM specifications on various...